Xero integration with Apron provides automatic syncing of bank feed transactions and intelligent document matching, creating a streamlined workflow for managing missing paperwork.
Automatic sync setup
If your company is connected to Xero, Apron automatically syncs unreconciled transactions from the past 12 months with no additional configuration needed. This automatic sync ensures that you have immediate access to all transactions requiring documentation without manual export processes.
Synced transactions appear in the Missing documents section
Configuring transaction display
You may need to configure what information displays on transaction cards in order to make them more useful:
By default, Apron shows data from the Description field of your Xero bank feed.
To switch to the Reference field, click Transactions source field in the top-right corner of the Missing documents section.
Configure display options for each bank account linked to your Xero feed, then click Save to update the card display.
Automatic transaction matching
When you upload new documents to Apron, the system automatically checks for matching transactions in your Xero bank feed:
Single match found – The document shows 'Matched' in the Payment section and will be published as 'Already paid' to Xero
Multiple matches found – You'll see 'X matches found' and can choose the correct match or remove unnecessary ones
This intelligent matching eliminates manual reconciliation work and ensures accurate recording.
Managing the workflow
The Xero integration creates a seamless flow:
Transactions from your Xero bank feed appear automatically in Apron's Missing documents section.
You assign transactions to team members for documentation.
Team members receive notifications and upload supporting documents.
You review uploaded documents and publish them as "Already paid" transactions in Xero.
This simplifies the document collection process and ensures every transaction has the right paperwork attached before reconciliation.
What's next
Understand missing documents — Learn about the status system and overall workflow
Assign and track missing documents — Learn how to assign transactions to your team